Role Overview

Target Workers Compensation Carriers/TPA’s and Self Insureds. Selling the HeadsUp services/dental, hearing, vision, and Behavioral Health.

Role Responsibilities

Developing new customer acquisition as well as servicing existing national customers (contracted). Strategic sales planning and Education W/ the Adjuster & Nurse Case Managers within the region.

• Manage a book of business - identifying contacts and prospects, servicing existing accounts, and ensuring quality and consistency of service to our customers
• Actively pursue and document new business opportunities and solicit increased referral volume from existing customers within the assigned territory
• Enter all sales related activities into weekly tracker, ensuring all meetings, calls, emails, CEU’s and office visits are accurately recorded for management review
• Develop a prospecting routine including referrals, outbound calling, thought leadership in the market, and event-based campaigns
• Work as a trusted advisor to the customer by delivering great service and building a strong relationship
• Manage the client relationship; act as a liaison between the client and clinical staff to ensure timely, accurate communication
• Perform professional and prompt handling of customer complaints and issues
• Routinely meet with the management and ownership with updates on achievements/challenges, industry information, and feedback gathered through field activity
• Participate in regular sales meetings via telephone; provide breakdown of accounts, and strategize actions
• Assist in the preparation of sales materials, exhibits, and promotion programs
• Drive to identify and/or follow up on sales leads and referrals and bring them to successful closure
• Maintain strong knowledge of each client’s service requirements
• Prepare for and attend/staff exhibits, conferences, meetings, and other local, regional, and national promotions and events
• Travel to customers within the region as needed
• Complete expense reports timely and accurately

Role Qualifications

• Preferrable sales/marketing experience in the P&C Workers Comp and TPA industry
• Two years of sales experience preferred
• Minimum of three (3) years of workers' compensation, claims adjustment, or relatable experience with a thorough knowledge of the industry
• Extensive experience in account management and sales, preferably in the insurance or healthcare industry
• Self-directed; ability to work effectively independently
• Ability to build strong relationships and persuade and influence others
• Knowledge of customer service standards and procedures and ability to analyze and solve problems
• Strong interpersonal and communication skills; the ability to work effectively with a wide range of constituencies in a diverse community
• Knowledge of advertising and/or sales promotion techniques, and their effective implementation
• Proficiency in MS Office Suite and contact management software
• Valid driver’s license

Culture and Benefits at Carisk:

• Quarterly Commissions **
• 10 Paid Company Holidays
• Paid Time Off
• Competitive Medical, Dental, and Vision Insurance
• Company Sponsored Life Insurance
• Supplemental Life Insurance, Short/Long Term Disability, Employee Assistance Program, Flexible Spending Account, and many other Ancillary Benefits
• 401(k) Retirement Plan with Company Match
• ClassPass Wellness Program
• Employee Discount Program
• Flexible and Hybrid Schedule Options*
• Internal Education Programs and Tuition Reimbursement Options
• Internal Advancement Opportunities
• Company-Wide Diversity and Holiday Celebrations
• Best Places to Work Award Recipient 5 years in a row!

*Schedule options and work location vary between departments and management approval

**Applicable roles only

Carisk Partners provides equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.